2026-09-24T11:27:16-06:00 2025-12-31 931263395 PAULY ROGERS & CO PC 12700 SW 72ND AVENUE TIGARD OR 97223 990 2025-01-01 931069203 EVERGREEN AVIATION AND SPACE MUSEUM % SCOT LANEY EVER 5034344185 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 SCOT LANEY CEO 5034344185 2026-07-08 true ROY R ROGERS P00029120 5036202632 2026-09-24 2025 SCOT LANEY 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 3913366 false X WWW.EVERGREENMUSEUM.ORG X 1994 OR INSPIRE A COMMUNITY FOR INNOVATION AND DISCOVERY, PRESERVE AEROSPACE HISTORY, AND HONOR THOSE WHO SERVE. 14 14 40 150 0 0 1055208 408885 2484825 2518409 22650 25125 690044 625798 4252727 3578217 0 0 1681402 1707281 0 149867 3084016 1906294 4765418 3613575 -512691 -35358 4032747 3638033 2802273 2442917 1230474 1195116 INSPIRE A COMMUNITY FOR INNOVATION AND DISCOVERY, PRESERVE AEROSPACE HISTORY, AND HONOR THOSE WHO SERVE. false false 2739542 2039184 THE EVERGREEN AVIATION AND SPACE MUSEUM HOUSES THE HUGHES H-4 HERCULES, BETTER KNOWN AS THE SPRUCE GOOSE, ACCREDITED BY THE ASME AS THE 219TH HISTORICAL MECHANICAL ENGINEERING LANDMARK. IT IS NOW LISTED ON THE NATIONAL PARK SERVICES REGISTER OF HISTORIC PLACES, FURTHER RECOGNIZING ITS HISTORICAL AND ENGINEERING SIGNIFICANCE. THE MUSEUM HOSTED 114,423 VISITORS IN 2025, WORKING TOWARD OUR GOAL OF HELPING TO INFORM AND ENGAGE OUR COMMUNITY. OUR MUSEUM IS A SMITHSONIAN AFFILIATE AND WORKING TOWARD ACCREDITATION WITH THE AAM (AMERICAN ALLIANCE OF MUSEUMS). WITH A MISSION TO INSPIRE A COMMUNITY FOR INNOVATION AND DISCOVERY, PRESERVE AEROSPACE HISTORY, AND HONOR THOSE WHO SERVE. WE DISPLAY 151 EXHIBITS THAT DEPICT AND PRESERVE AEROSPACE HISTORY. 39938 7623 OUR RESTORATION PROGRAM HONORS OUR VETERANS WITH THE OPPORTUNITY TO BUILD AND RESTORE HISTORICAL AIRCRAFT. IT DISPLAYS PLANES IN VARIOUS STAGES OF COMPLETION, INCLUDING COMPLETELY RESTORED, AND NEEDING ASSEMBLY & FABRICATION. IT GIVES OUR VISITORS A UNIQUE VIEW OF THE RESTORATION PROCESS AND WHAT CAN BE ACHIEVED THROUGH THE CARING HARD WORK OF PASSIONATE VOLUNTEERS. 9793 183409 OUR EDUCATION PROGRAM HOSTED MORE THAN 10,000 STUDENTS, ATTENDING OUR HANDS-ON EDUCATIONAL PROGRAMS FOCUSED ON SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATH (STEAM). OUR EDUCATION PROGRAMS OFFER SEVERAL OPTIONS FOR KIDS TO JOIN US FROM HOME OR IN PERSON, INCLUDING WEEKLY SCHEDULED EVENTS, SUMMER CAMPS, SCOUTS PROGRAMS, VIRTUAL FIELD TRIPS, MUSEUM HOME, AND A THEATER. OUR MUSEUM TOURS PROGRAM OFFERS VISITORS A UNIQUE OPPORTUNITY TO TOUR OUR MUSEUM WITH OUR EXPERT DOCENTS AND VOLUNTEERS, OF WHOM MANY ARE VETERAN PILOTS THEMSELVES AND CAN OFFER FIRSTHAND EXPERIENCE AND STORIES. 2789273 true true false false false false false true false true true false false false true false true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 13 0 true 40 true false false false false false true true false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false OR X X X KRISTINE HEPPNER 5034344185 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 SCOT LANEY CEO 40.00 0.00 X 200396 0 0 TERRY HOWELL VP OF OPERATIONS 40.00 0.00 X 136131 0 5976 KRISTINE HEPPNER FINANCE MANAGER 40.00 0.00 X 91284 0 28669 PATRICK COX FORMER CHAIRPERSON 2.69 0.00 X X 0 0 0 BUD VARTY MEMBERDOCENT 1.54 0.00 X 0 0 0 PAMELA LEAVITT SECRETARY 3.85 0.00 X X 0 0 0 ANNE DONOVAN MEMBER 0.29 0.00 X 0 0 0 SHASHI JAIN MEMBEREXEC COMMITTEE 2.69 0.00 X X 0 0 0 JENNIFER GRUETZNER FINANCE CHAIR 1.06 0.00 X 0 0 0 BARRY BROWN MEMBERDOCENT 1.54 0.00 X 0 0 0 RON NOBLE MEMBER 1.54 0.00 X 0 0 0 JUDGE MICHAEL HOGAN MEMBER 1.35 0.00 X 0 0 0 GREG WOOLDRIDGE MEMBER 1.54 0.00 X 0 0 0 PAUL GELINAS OBSERVERDOCENT 1.35 0.00 X 0 0 0 JEFF BAKER CHAIRPERSON 2.69 0.00 X X 0 0 0 JOE MICALLEF MEMBER 1.54 0.00 X 0 0 0 COREY FRAIZER MEMBER 1.54 0.00 X 0 0 0 427811 0 34645 2 false true false 94447 314438 90409 408885 ADMISSIONS 900099 2039185 2039185 MEMBERSHIPS 900099 303490 303490 EDUCATION 900099 175734 175734 2518409 25125 25125 41286 7883 33403 33403 789340 327266 462074 462074 OTHER REVENUE 900099 40594 40594 EVENTS 900099 89727 89727 130321 3578217 2648730 0 520602 469745 376299 93446 1003623 680352 297452 25819 15061 11655 3406 78293 61881 13745 2667 140559 102327 26987 11245 32710 32710 172856 142451 30405 40930 25632 15298 780827 710716 70111 7502 6397 1105 220992 220992 CONTRACT SERVICES 315000 238669 76331 COLLECTION & EXHIBIT 63587 63587 OTHER EXPENSES 151124 8123 143001 RESTRICTED FUND 47400 47400 73366 60082 13284 3613575 2789273 674435 149867 X 275481 202679 812830 797956 96608 12591 113845 127300 33508 29540 4133973 1667259 2699222 2466714 1253 1253 4032747 3638033 232851 216050 200000 488060 408871 1881362 1817996 2802273 2442917 X 943169 944195 287305 250921 1230474 1195116 4032747 3638033 -35358 0 X false true X true false X 2659557 1009375 409400 494029 355724 4928085 1366028 1782722 1997464 2058409 2039185 9243808 11750 60889 118098 79321 89727 359785 4037335 2852986 2524962 2631759 2484636 14531678 0 0 0 0 0 0 14531678 293 1599 17609 22650 25125 67276 293 1599 17609 22650 25125 67276 4037628 2854585 2542571 2654409 2509761 14598954 0.99540 0.99680 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 158398 158398 158398 158398 158398 158398 158398 158398 154984 3414 158398 false false 792110 485188 306922 1463128 1016622 446506 1878735 165449 1713286 2466714 OPERATING LEASE LIABILITY 1679742 OTHER LIABILITIES 59066 CURRENT PORTION OF LT DEBT 79188 1817996 3913366 3913366 -335149 -335149 3578217 3948724 3948724 -335149 -335149 3613575 Part V, Line 4-Intended uses of endowment funds THE EARNINGS FROM THE ENDOWMENT MUST BE USED ON EDUCATIONAL PROGRAMS. Part XI, Line 4b-Other revenue not included on Sch D but on 990 COST OF GOODS SOLD - $327,266FUNDRAISING EXPENSES - $7,883 Part XII, Line 4b-Other expenses not included on Sch D but on 990 COST OF GOODS SOLD - $327,266FUNDRAISING EXPENSES - $7,883 SYMPOSIM 35236 35236 1120 6437 GOOSE LIGHTS 5800 5800 326 1 250 250 41286 41286 1120 6763 7883 33403 X X X false false false false false false false false false SCOT LANEY CEO 200396 200396 X TAIL FINS 2 1120 COMPARABLE SALES X ADMISSION TICKETS 1332 32464 COMPARABLE SALES X TRAPS AND ATTRACTANT 10 271 COMPARABLE SALES X GANTRY 2 48149 COMPARABLE SALES X TRAILER 1 900 COMPARABLE SALES X COLLECTIONS ITEMS 696 6733 COMPARABLE SALES X ERISA CONTRIBUTION 1 773 COMPARABLE SALES Form 990 governing body review Part VI line 11 COMPLETED FORM 990 IS REVIEWED BY CEO, CFO, TREASURER & CHAIRPERSON. Conflict of interest policy compliance Part VI line 12c THE MUSEUM CIRCULATES A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY THAT ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AND RETURN TO THE MUSEUM. BOARD MEMBERS ARE TRAINED ON CONFLICT OF INTEREST ANNUALLY EITHER AS PART OF THE ANNUAL MEETING OR AS A SEPARATE STAND-ALONE TRAINING SESSION. THE LAST SUCH TRAINING SESSION WAS COMPLETED SEPTEMBER 2025 AND EACH BOARD MEMBERS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY WHICH WAS APPROVED SEPTEMBER 10 2019. THE CONFLICT OF INTEREST REVIEW WITH THE OFFICERS HAS BEEN CONDUCTED BY THE MUSEUM COUNSEL AS NEEDED. CEO executive director top management comp Part VI line 15a THE BOARD OF DIRECTORS APPROVES THE COMPENSATION PACKAGE FOR THE CEO, CFO, AND COO AFTER DELIBERATION WITH INDEPENDENT SOURCES AND COMPARISONS TO PREVAILING MARKET CONDITIONS. THE LAST TIME THIS PROCESS WAS UNDERTAKEN WAS IN JULY 2024 FOR THE CEO. Governing documents etc available to public Part VI line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Part X response or note to any line in Part X PART X, LINE 25 IS $0 ON THE 2025 TAX RETURN DUE TO THE $200,000 LOAN FROM THE WILLIAM H STOLLER FAMILY BEING COMPLETELY PAID OFF DURING 2025.